UseSharePoint

On every page, keep Give your employees
content short, scannable, access to the customized
and to-the-point. Use site the same day
bulleted lists, text SharePoint and Office 365
formatting, and short deployment or migration

sentences wherever begins. Or use the training
possible. Write content for site just to boost usage for
the web. the already deployed tools
in your organization.
Aim to always add a video
version of a text to every
page. The video may This step allows you to make some early wins in the digital adoption
duplicate or complement efforts.
the text content. Most people learn best with visual media.

Using Microsoft 365 Learning Pathways is a great starting point while
Make the home page a hub of shortcuts, Continual you grow your own help and training site.
a roadmap to all the most visited pages
of the site. This removes the need to improvement

always navigate and search. keeps the site 8.2 START YOUR OWN CUSTOM HELP AND TRAINING SITE

Integrate the task of updating content usable.
in your daily routines. Continual To enable an ever-improving digital adoption, in the long-term,
improvement keeps the site usable. growing your own site is essential. Source content from in-house

production and third-party providers.
Ensure that you always answer questions as soon as possible; the site
retention rate depends on how promptly users get the help they need. Using Microsoft’s
Build the site as a discussion-driven
social portal where users come to learn Learning
8.1 PROVIDE A CUSTOMIZED LEARNING PATHWAYS SITE and share knowledge. Users should be Pathways allows

able to ask questions, give replies, leave
Microsoft 365 Learning Pathways is an out-of-the-box training site comments, or add new posts. you to make

developed by Microsoft. You can customize it and add your own some early wins
content and the non-sensitive parts of your governance policies, To take advantage of the in the digital
regulatory compliance guidelines, and best practices lists. multimedia, mobile, and modern
experience features, use SharePoint adoption efforts.






50 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 51
8. Grow a modern help and training site

Communication Site. RESOURCES


Build a Training Site That Actually Drives SharePoint User Adoption

8.3 ADD THE FREQUENTLY-ASKED- On the site, users Jumpstart Office 365 User Adoption with Microsoft’s Learning Pathways Training Site
QUESTIONS SECTION AS SOON AS should be able Microsoft 365 Learning Pathways & VisualSP - A Match Made in The Cloud
POSSIBLE. The Optimal Training Strategy for Sustainable SharePoint User Adoption
to ask questions, Why You Need a Custom SharePoint Help Site


Add a new post whenever a question give replies, leave

is asked 3 times or more, by 3 or more comments, or
different people. Setup this section to
grow larger overtime. add new posts.





8.4 APPOINT A TEAM OF CONTENT MANAGERS FOR THE SITE



To make sure that every piece of content is left in the right place and
duplicate pieces of content are consolidated, content managers are
essential.



The group may include people from the IT team, group of super-users,
and other informal influencers.




Aim to grow an easy-to-scale help and training site that is intuitive,
searchable, and more importantly, helpful.



With all help items, training tutorials, and governance policies in one
place, employees know exactly where to learn when it is time to use
SharePoint and Office 365.



Next, Run live classes.









52 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 53
8. Grow a modern help and training site

Communication Site. RESOURCES


Build a Training Site That Actually Drives SharePoint User Adoption

8.3 ADD THE FREQUENTLY-ASKED- On the site, users Jumpstart Office 365 User Adoption with Microsoft’s Learning Pathways Training Site
QUESTIONS SECTION AS SOON AS should be able Microsoft 365 Learning Pathways & VisualSP - A Match Made in The Cloud
POSSIBLE. The Optimal Training Strategy for Sustainable SharePoint User Adoption
to ask questions, Why You Need a Custom SharePoint Help Site


Add a new post whenever a question give replies, leave

is asked 3 times or more, by 3 or more comments, or
different people. Setup this section to
grow larger overtime. add new posts.





8.4 APPOINT A TEAM OF CONTENT MANAGERS FOR THE SITE



To make sure that every piece of content is left in the right place and
duplicate pieces of content are consolidated, content managers are
essential.



The group may include people from the IT team, group of super-users,
and other informal influencers.




Aim to grow an easy-to-scale help and training site that is intuitive,
searchable, and more importantly, helpful.



With all help items, training tutorials, and governance policies in one
place, employees know exactly where to learn when it is time to use
SharePoint and Office 365.



Next, Run live classes.









52 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 53
8. Grow a modern help and training site

As digital tools, SharePoint and Office 365 are not that
simple. Employees need to understand what they are,
what problems they solve, and how they work. For the
task, traditional live classes, in-person or online, are
needed.




The goal is to help users grasp the key concepts of the
platforms and see how different features, processes,
and workflows are used to complete familiar tasks.



To show them how to use different features
and to complete different tasks step-by-

To show step, instead, use VisualSP in-context
one-click help and pop-up guidance
employees walkthroughs.

how to use

the platforms Given that people forget most of what
they learn within 24 hours after a class, do
step-by-step, not expect the traditional classroom style


use VisualSP training sessions to be effective enough to
drive sustainable SharePoint and Office 365
9 RUN LIVE CLASSES click help and employees to the big picture; that’s it.
in-context one-
adoption. They are effective at exposing


pop-up guidance
Also, sometimes, running live classes helps
walkthroughs.
fast learners and early adopters to get up
to speed and be able to use the platforms

much sooner.



This group of early adopters tend to inspire and
influence the rest of the workforce into adopting the
platforms as well.



9. RUN LIVE CLASSES

55

As digital tools, SharePoint and Office 365 are not that
simple. Employees need to understand what they are,
what problems they solve, and how they work. For the
task, traditional live classes, in-person or online, are
needed.




The goal is to help users grasp the key concepts of the
platforms and see how different features, processes,
and workflows are used to complete familiar tasks.



To show them how to use different features
and to complete different tasks step-by-

To show step, instead, use VisualSP in-context
one-click help and pop-up guidance
employees walkthroughs.

how to use

the platforms Given that people forget most of what
they learn within 24 hours after a class, do
step-by-step, not expect the traditional classroom style


use VisualSP training sessions to be effective enough to
drive sustainable SharePoint and Office 365
9 RUN LIVE CLASSES click help and employees to the big picture; that’s it.
in-context one-
adoption. They are effective at exposing


pop-up guidance
Also, sometimes, running live classes helps
walkthroughs.
fast learners and early adopters to get up
to speed and be able to use the platforms

much sooner.



This group of early adopters tend to inspire and
influence the rest of the workforce into adopting the
platforms as well.



9. RUN LIVE CLASSES

55

To run successful live classes, consider the Running live Aim to hold the Q&A session as soon as possible after the live class,
following best practices. preferably the next day.
classes helps

Make the presentations focus on how fast learners and Look at the helpdesk history,
the platforms solve problems rather if a question is asked more
than how they help complete specific early adopters than 3 times by 3 or more
tasks step-by-step. to get up to different people, add it


Deliver the same presentation at least 3 speed and be to the frequently-asked-
times over a 2 month period. questions section on the
able to use the help site which you have

Always ensure that you use demos, platforms much setup in the previous step.
case studies, and success stories
to illustrate how the platforms solve faster.
problems. 9.2 CREATE A COMPREHENSIVE COURSE


Limit every session to the duration of about one hour. For most digital
workplaces, it is impractical for employees to be away from their The curriculum should be designed to help users understand why,
desks for too long. how, and when to use the different features of the platforms.



If necessary, consider using an existing course that is being used by
9.1 FIRST, SET UP THE HELPDESK expert trainers.



After a live training, there is always Allocate enough In order to be able to cover more subjects and deliver multiple
a long queue of questions awaiting classes, optimize the course to be scalable.
answers. Allocate enough resources resources and

and appoint enough people to the task appoint enough
of providing answers via the helpdesk Introduce the training content and the list of all the tutorials and
without delay. people to the walkthroughs that everyone is expected to consume.

task of providing
Also, schedule to address the more Let everyone know of all the training programs available and ways
complicated questions at the Q&A answers without to learn more about the platforms (VisualSP, Microsoft Learning
sessions, which you are going to delay. Pathways, the help site, the Q&A sessions, and the helpdesk).
organize next.







56 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 57
9. Run live classes

To run successful live classes, consider the Running live Aim to hold the Q&A session as soon as possible after the live class,
following best practices. preferably the next day.
classes helps

Make the presentations focus on how fast learners and Look at the helpdesk history,
the platforms solve problems rather if a question is asked more
than how they help complete specific early adopters than 3 times by 3 or more
tasks step-by-step. to get up to different people, add it


Deliver the same presentation at least 3 speed and be to the frequently-asked-
times over a 2 month period. questions section on the
able to use the help site which you have

Always ensure that you use demos, platforms much setup in the previous step.
case studies, and success stories
to illustrate how the platforms solve faster.
problems. 9.2 CREATE A COMPREHENSIVE COURSE


Limit every session to the duration of about one hour. For most digital
workplaces, it is impractical for employees to be away from their The curriculum should be designed to help users understand why,
desks for too long. how, and when to use the different features of the platforms.



If necessary, consider using an existing course that is being used by
9.1 FIRST, SET UP THE HELPDESK expert trainers.



After a live training, there is always Allocate enough In order to be able to cover more subjects and deliver multiple
a long queue of questions awaiting classes, optimize the course to be scalable.
answers. Allocate enough resources resources and

and appoint enough people to the task appoint enough
of providing answers via the helpdesk Introduce the training content and the list of all the tutorials and
without delay. people to the walkthroughs that everyone is expected to consume.

task of providing
Also, schedule to address the more Let everyone know of all the training programs available and ways
complicated questions at the Q&A answers without to learn more about the platforms (VisualSP, Microsoft Learning
sessions, which you are going to delay. Pathways, the help site, the Q&A sessions, and the helpdesk).
organize next.







56 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 57
9. Run live classes

9.3 DELIVER MULTIPLE CLASSES
Find ways


First, invest time in learning the best to make the
ways possible to deliver the courses. presentations
Find ways to make the presentations

more engaging and more memorable. more engaging
and more

If needed, bring in a third-party expert
trainer for the sessions. memorable.



Combine in-person sessions with online sessions in the format of
webinars.



To improve information retention, avoid delivering too many bits of

information too quickly. Spread the content delivery over multiple
sessions.

Deliver the same
Also, repetition improves information
retention. Plan to deliver the same presentation
presentation more than once. more than once.



With a clear idea of how the platforms work, employees are able to
follow the right paths to learning and mastering the platforms.




Next step, rollout daily tips campaigns.



RESOURCES


One-on-One Consulting
Run Training Sessions That Actually Drive SharePoint User Adoption

The Optimal Training Strategy for Sustainable SharePoint User Adoption





58 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 59
9. Run live classes

9.3 DELIVER MULTIPLE CLASSES
Find ways


First, invest time in learning the best to make the
ways possible to deliver the courses. presentations
Find ways to make the presentations

more engaging and more memorable. more engaging
and more

If needed, bring in a third-party expert
trainer for the sessions. memorable.



Combine in-person sessions with online sessions in the format of
webinars.



To improve information retention, avoid delivering too many bits of

information too quickly. Spread the content delivery over multiple
sessions.

Deliver the same
Also, repetition improves information
retention. Plan to deliver the same presentation
presentation more than once. more than once.



With a clear idea of how the platforms work, employees are able to
follow the right paths to learning and mastering the platforms.




Next step, rollout daily tips campaigns.



RESOURCES


One-on-One Consulting
Run Training Sessions That Actually Drive SharePoint User Adoption

The Optimal Training Strategy for Sustainable SharePoint User Adoption





58 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 59
9. Run live classes

In the previous steps, you have setup a custom Microsoft
Learning Pathways site and started your own custom
help and training site. Now, broadcast the containing
articles and videos by email, one tutorial at a time, daily,
over a period of time.




While VisualSP brings training content to the workspace
windows of the platforms, an autoresponder brings it to
their inboxes, the most visited workspace window inside
Office 365.



By bringing training content into their
Bringing training inboxes, you make sure that everyone

content into actually views it. This approach enables
continual micro-training, which has a
employees’ higher consumption rate and a higher


inboxes ensures information retention rate.

that everyone Rolling out daily tips campaigns does,

actually views it.
overtime, increase and improve usage of the
ROLLOUT DAILY
platforms.
10 Here are ways to maximize results for your campaigns.



TIPS CAMPAIGNS

Always add a deadline to the consumption of


the tutorials that you send out. Adding a sense of
urgency to your campaigns increases participation
rate. Preferably, instruct recipients to view the
tutorial and put it into action the same day they
receive the email. To help them schedule the
activity higher on their priority list, make sure you
determine the date and the time of the day.




10. ROLLOUT DAILY TIPS CAMPAIGNS

61

In the previous steps, you have setup a custom Microsoft
Learning Pathways site and started your own custom
help and training site. Now, broadcast the containing
articles and videos by email, one tutorial at a time, daily,
over a period of time.




While VisualSP brings training content to the workspace
windows of the platforms, an autoresponder brings it to
their inboxes, the most visited workspace window inside
Office 365.



By bringing training content into their
Bringing training inboxes, you make sure that everyone

content into actually views it. This approach enables
continual micro-training, which has a
employees’ higher consumption rate and a higher


inboxes ensures information retention rate.

that everyone Rolling out daily tips campaigns does,

actually views it.
overtime, increase and improve usage of the
ROLLOUT DAILY
platforms.
10 Here are ways to maximize results for your campaigns.



TIPS CAMPAIGNS

Always add a deadline to the consumption of


the tutorials that you send out. Adding a sense of
urgency to your campaigns increases participation
rate. Preferably, instruct recipients to view the
tutorial and put it into action the same day they
receive the email. To help them schedule the
activity higher on their priority list, make sure you
determine the date and the time of the day.




10. ROLLOUT DAILY TIPS CAMPAIGNS

61

Aim to run the same campaign 2 or 3 times within a year. Repetition Going through practice is a building block of the learning-by-doing
gives those who missed the deadlines a second chance. It also helps strategy. In every email that you send out, below the link to a tutorial,
reinforce learning. add a call-to-practice. Make sure that you create enough test sites
and test projects on which employees can experiment.


10.1 APPOINT A TEAM OF BROADCASTERS
To help them 10.3 SET UP THE AUTORESPONDER EMAILS



People tend to support what they help schedule the
create. activity higher Create an email for each

on their priority tutorial, help item, or
To maximize engagement, open rate for governance policy.
the emails, and click-through rate for list, make sure
the containing links, have the emails you determine Add the link that takes
come from multiple executives and readers to the article, video,
multiple super-users. the date and the or walkthrough which may be

time of the day. hosted on Microsoft Learning
In addition, every influencer that you Pathways site, your custom

have recruited should participate as one of the broadcasters. help site, a third-party training
site, or VisualSP help system.

Instruct every broadcaster to send out at least one of the emails.
You give them a setup email; they send it out, in a way that everyone Aim to add a call-to-practice in
knows who sent it. Have the top executives send out the first batch of every email that goes out.
emails. This way, employees will take the campaigns seriously, right
from the beginning. If the training content for SharePoint counts 120 tutorials, create 120

emails and schedule them to be sent out over the next 120 days. If

the training content for Office 365 counts 16 tutorials, do something
10.2 ATTACH A CALL-TO-PRACTICE TO similar. Etc.

EVERY EMAIL Going through
practice is a


When people put what they learn building block of 10.4 ALLOCATE EMAILS TO THEIR BROADCASTERS
into action, information retention
improves. the learning-by- Let every recruited broadcaster know which emails they are
doing strategy.




62 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 63
10. Rollout daily tips campaigns

Aim to run the same campaign 2 or 3 times within a year. Repetition Going through practice is a building block of the learning-by-doing
gives those who missed the deadlines a second chance. It also helps strategy. In every email that you send out, below the link to a tutorial,
reinforce learning. add a call-to-practice. Make sure that you create enough test sites
and test projects on which employees can experiment.


10.1 APPOINT A TEAM OF BROADCASTERS
To help them 10.3 SET UP THE AUTORESPONDER EMAILS



People tend to support what they help schedule the
create. activity higher Create an email for each

on their priority tutorial, help item, or
To maximize engagement, open rate for governance policy.
the emails, and click-through rate for list, make sure
the containing links, have the emails you determine Add the link that takes
come from multiple executives and readers to the article, video,
multiple super-users. the date and the or walkthrough which may be

time of the day. hosted on Microsoft Learning
In addition, every influencer that you Pathways site, your custom

have recruited should participate as one of the broadcasters. help site, a third-party training
site, or VisualSP help system.

Instruct every broadcaster to send out at least one of the emails.
You give them a setup email; they send it out, in a way that everyone Aim to add a call-to-practice in
knows who sent it. Have the top executives send out the first batch of every email that goes out.
emails. This way, employees will take the campaigns seriously, right
from the beginning. If the training content for SharePoint counts 120 tutorials, create 120

emails and schedule them to be sent out over the next 120 days. If

the training content for Office 365 counts 16 tutorials, do something
10.2 ATTACH A CALL-TO-PRACTICE TO similar. Etc.

EVERY EMAIL Going through
practice is a


When people put what they learn building block of 10.4 ALLOCATE EMAILS TO THEIR BROADCASTERS
into action, information retention
improves. the learning-by- Let every recruited broadcaster know which emails they are
doing strategy.




62 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 63
10. Rollout daily tips campaigns

responsible for sending. For example, if the campaign is set to last 90
days, appoint 30 most influential people and have them send out 3
emails each.



With properly executed daily tips campaigns, continual micro-

training becomes part of the corporate culture. With time,
SharePoint and Office 365 user adoption can only get better.



Next, Hold Q&A sessions.



RESOURCES


Broadcast Daily Training Emails That Actually Drive SharePoint User Adoption

What is VisualSP and How Does It Drive SharePoint User Adoption?














































64 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 65
10. Rollout daily tips campaigns

responsible for sending. For example, if the campaign is set to last 90
days, appoint 30 most influential people and have them send out 3
emails each.



With properly executed daily tips campaigns, continual micro-

training becomes part of the corporate culture. With time,
SharePoint and Office 365 user adoption can only get better.



Next, Hold Q&A sessions.



RESOURCES


Broadcast Daily Training Emails That Actually Drive SharePoint User Adoption

What is VisualSP and How Does It Drive SharePoint User Adoption?














































64 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 65
10. Rollout daily tips campaigns

After exposure to SharePoint and Office 365, questions
always follow. A Q&A session is needed so that answers
and clarifications can be comprehensively provided to
the attention of everyone.




Moreover, the event gives employees a

Most employees chance to learn not only from the instructor
but also from their peers, giving everyone
would rather more learning opportunities.

spend 30 Using the helpdesk to exchange emails

minutes with an back and forth with one user at a time is


instructor in a not a productive approach; it is too time
consuming. Most employees would rather
live event and spend 30 minutes with an instructor in a live

have questions event and have questions answered than
spend 3 days going back-and-forth with
answered than helpdesk emails or phone calls.

spend 3 days


with back-and- Q&A sessions reduce the volume of
helpdesk tickets that support teams
11 platform. opportunities to discuss misunderstood
forth emails.
receive, boost learner engagement, provide
HOLD Q&A SESSIONS
concepts, and improve user adoption of the





Observe the following best practices.



Put enough resources in place to ensure that no
question goes answered. As an instructor, if you
have no answers to a question, consult experts
and timely bring the answer to the learner.


Make the event regular, preferably every week,
11. HOLD Q&A SESSIONS

67

After exposure to SharePoint and Office 365, questions
always follow. A Q&A session is needed so that answers
and clarifications can be comprehensively provided to
the attention of everyone.




Moreover, the event gives employees a

Most employees chance to learn not only from the instructor
but also from their peers, giving everyone
would rather more learning opportunities.

spend 30 Using the helpdesk to exchange emails

minutes with an back and forth with one user at a time is


instructor in a not a productive approach; it is too time
consuming. Most employees would rather
live event and spend 30 minutes with an instructor in a live

have questions event and have questions answered than
spend 3 days going back-and-forth with
answered than helpdesk emails or phone calls.

spend 3 days


with back-and- Q&A sessions reduce the volume of
helpdesk tickets that support teams
11 platform. opportunities to discuss misunderstood
forth emails.
receive, boost learner engagement, provide
HOLD Q&A SESSIONS
concepts, and improve user adoption of the





Observe the following best practices.



Put enough resources in place to ensure that no
question goes answered. As an instructor, if you
have no answers to a question, consult experts
and timely bring the answer to the learner.


Make the event regular, preferably every week,
11. HOLD Q&A SESSIONS

67

during office hours, at lunch time, the The interval question that arises when learning and Advise everyone
timeframe during which most people may be weekly experimenting with the platforms. not to rely on
have disposable time. The interval may
be weekly in beginning of the change in beginning For all other questions whose answers their memory
management process and grow to of the change are needed in order to complete a task, but to record

monthly or quarterly overtime. they should use the helpdesk or contact
management every big

Choose a venue where it is more the support team.
convenient to everyone to show up. process and question that

If your organization is multinational grow to monthly By the time the event opens, exhaustive arises when
or offices are spread over multiple lists of to-do items will be ready for the
locations, find a nearby venue for or quarterly sessions. learning the
each office. Don’t hesitate to have overtime. platforms.
instructors travel around if necessary.

11.3 SCHEDULE AND HOLD IN-PERSON Q&A SESSIONS CLASSROOM
STYLE
11.1 APPOINT A PANEL OF EXPERTS
Face-to-face

Prioritize meeting rooms. Face-to-
Include members from your IT department, heads of HR departments, interactions
some super-users, and, if needed, a third-party technical expert. face interactions provide the optimal
conditions for learner engagement. provide the


Make sure that the panel is knowledgeable enough to answer any With in-person sessions, interactions optimal
question that users may have.
are instant and communication is conditions
completely unfiltered. You need to start for learner
with classroom sessions.
11.2 ASK EVERYONE TO WRITE DOWN ANY QUESTION THAT NEEDS engagement.
DETAILED ANSWER

11.4 FOLLOW UP WITH ONLINE CLASSROOM Q&A SESSIONS
Throughout the week prior to the event, learners have opportunities
to compile a list of things on which they need clarification. Advise Make use of webinars or Microsoft Teams Live Video Chat to run live

everyone not to rely on their memory but to record every big online events where participants can be able to easily ask questions

and get clarifications.







68 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 69
11. Hold Q&A sessions

during office hours, at lunch time, the The interval question that arises when learning and Advise everyone
timeframe during which most people may be weekly experimenting with the platforms. not to rely on
have disposable time. The interval may
be weekly in beginning of the change in beginning For all other questions whose answers their memory
management process and grow to of the change are needed in order to complete a task, but to record

monthly or quarterly overtime. they should use the helpdesk or contact
management every big

Choose a venue where it is more the support team.
convenient to everyone to show up. process and question that

If your organization is multinational grow to monthly By the time the event opens, exhaustive arises when
or offices are spread over multiple lists of to-do items will be ready for the
locations, find a nearby venue for or quarterly sessions. learning the
each office. Don’t hesitate to have overtime. platforms.
instructors travel around if necessary.

11.3 SCHEDULE AND HOLD IN-PERSON Q&A SESSIONS CLASSROOM
STYLE
11.1 APPOINT A PANEL OF EXPERTS
Face-to-face

Prioritize meeting rooms. Face-to-
Include members from your IT department, heads of HR departments, interactions
some super-users, and, if needed, a third-party technical expert. face interactions provide the optimal
conditions for learner engagement. provide the


Make sure that the panel is knowledgeable enough to answer any With in-person sessions, interactions optimal
question that users may have.
are instant and communication is conditions
completely unfiltered. You need to start for learner
with classroom sessions.
11.2 ASK EVERYONE TO WRITE DOWN ANY QUESTION THAT NEEDS engagement.
DETAILED ANSWER

11.4 FOLLOW UP WITH ONLINE CLASSROOM Q&A SESSIONS
Throughout the week prior to the event, learners have opportunities
to compile a list of things on which they need clarification. Advise Make use of webinars or Microsoft Teams Live Video Chat to run live

everyone not to rely on their memory but to record every big online events where participants can be able to easily ask questions

and get clarifications.







68 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 69
11. Hold Q&A sessions

As for in-person events, schedule
online events at regular intervals.
Starting with weekly and, as
users have fewer and fewer
questions, move to monthly

and then quarterly. With regular
Q&A sessions, employees get
to deepen understanding of
how they can use the platforms
and continually engage in

conversations around the
subject.



Next step, provide in-context one-click help and pop-up guidance
walkthroughs.



RESOURCES


Caveman Adoption Tenet #4: Help that is actually helpful

Hold Q&A Sessions That Actually Drive SharePoint User Adoption


































70 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 71
11. Hold Q&A sessions

As for in-person events, schedule
online events at regular intervals.
Starting with weekly and, as
users have fewer and fewer
questions, move to monthly

and then quarterly. With regular
Q&A sessions, employees get
to deepen understanding of
how they can use the platforms
and continually engage in

conversations around the
subject.



Next step, provide in-context one-click help and pop-up guidance
walkthroughs.



RESOURCES


Caveman Adoption Tenet #4: Help that is actually helpful

Hold Q&A Sessions That Actually Drive SharePoint User Adoption


































70 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 71
11. Hold Q&A sessions

Training programs, help sites, or help desks won’t
help employees use SharePoint and Office 365 to the
extent that desired business outcomes and return on
investment are attainable.



People forget most of what they learn within 24
hours. Often, training end users can be a waste of
time.


Using a help site is too disruptive. In order to find
help, employees have to interrupt work, navigate
to the help site, search for the help item or tutorial,
and then, about 5 minutes later, return back to the
task at hand. Sometimes, they don’t even find the

help they need.


Helpdesks are frustrating. After
requesting help from IT teams,
VisualSP gives employees have to wait, sometimes

employees the for hours, for replies before they can
be able to continue with the task at
ability to use
hand. Sometimes they don’t get the
PROVIDE IN-CONTEXT
right answer first time.
SharePoint and
12 Office 365 even if to remember steps, waiting for

All these frustrating tasks of trying
ONE-CLICK HELP
they don’t know
replies, navigating websites, making
how to.
searches, and clicking multiple times
actually discourages employees to
use SharePoint and Office 365.



VisualSP solves this problem.




To help employees use the digital tools even if they
can’t remember how to or don’t know how to, install
12. PROVIDE IN-CONTEXT ONE-CLICK HELP

73

Training programs, help sites, or help desks won’t
help employees use SharePoint and Office 365 to the
extent that desired business outcomes and return on
investment are attainable.



People forget most of what they learn within 24
hours. Often, training end users can be a waste of
time.


Using a help site is too disruptive. In order to find
help, employees have to interrupt work, navigate
to the help site, search for the help item or tutorial,
and then, about 5 minutes later, return back to the
task at hand. Sometimes, they don’t even find the

help they need.


Helpdesks are frustrating. After
requesting help from IT teams,
VisualSP gives employees have to wait, sometimes

employees the for hours, for replies before they can
be able to continue with the task at
ability to use
hand. Sometimes they don’t get the
PROVIDE IN-CONTEXT
right answer first time.
SharePoint and
12 Office 365 even if to remember steps, waiting for

All these frustrating tasks of trying
ONE-CLICK HELP
they don’t know
replies, navigating websites, making
how to.
searches, and clicking multiple times
actually discourages employees to
use SharePoint and Office 365.



VisualSP solves this problem.




To help employees use the digital tools even if they
can’t remember how to or don’t know how to, install
12. PROVIDE IN-CONTEXT ONE-CLICK HELP

73

VisualSP, a plug-and-play add-on application that provides in-context one- annotated screenshots, pdf tip-sheets, screen-capture videos,
click help and popup guidance walkthroughs to SharePoint and Office 365 and step-by-step walkthroughs. Pop-up walkthroughs are used
users. to provide guidance as well as to display warnings, reminders, and
guidelines. You can customize the default help items and add your

As a digital adoption tool, VisualSP helps employees use the platforms to own to the system.

the fullest and allows companies to actually attain the intended business Built-in analytics allows administrators to see which help items have
results. been viewed and by which users, giving a way to track and measure
progress.

VisualSP removes all the major barriers to user adoption.
To provide your workforce with in-context one-click help, follow these steps.

Here is how VisualSP works.



To remove the need for employees to go through all those 12.1 LEARN HOW TO USE VISUALSP, IT’S QUICK AND EASY
frustratingly disruptive steps of navigating, searching, and clicking,
VisualSP embeds help items directly To see VisualSP in action, watch quick demo videos here.
into SharePoint features. It makes the With the pop-up
needed help items viewable instantly, walkthroughs, If you need help or need a functionality explained, contact support
in-context, right within the open here.
workspace window. With the pop-up guidance is

walkthroughs, guidance is always visible always visible on
on any workspace window. And, with the
VisualSP tab always visible within the any workspace 12.2 INSTALL AND CONFIGURE VISUALSP
interface, the right help is always just a window. And,
click away. To find the right help, it only As a plug-and-play add-on application, VisualSP is easy and quick to
takes one click. with the VisualSP install. Simple configurations like setting permission levels are simple


When working with the platforms, tab always and intuitive. Download the 30-day free trial here.
whenever a user needs help, all they visible within
have to do is click on the VisualSP tab, 12.3 USE VISUALSP TO SOLVE THE MOST COMMON DIGITAL ADOPTION
view the help item, and continue with the the interface, PROBLEMS.

task at hand, without having to leave the the right help
workspace window.
is always just a 1. Enforcing governance policies, regulatory compliance, best

Help items come in different mediums: practices, and maintaining control over how documents are
click away.



74 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 75
12. Provide in-context one-click help

VisualSP, a plug-and-play add-on application that provides in-context one- annotated screenshots, pdf tip-sheets, screen-capture videos,
click help and popup guidance walkthroughs to SharePoint and Office 365 and step-by-step walkthroughs. Pop-up walkthroughs are used
users. to provide guidance as well as to display warnings, reminders, and
guidelines. You can customize the default help items and add your

As a digital adoption tool, VisualSP helps employees use the platforms to own to the system.

the fullest and allows companies to actually attain the intended business Built-in analytics allows administrators to see which help items have
results. been viewed and by which users, giving a way to track and measure
progress.

VisualSP removes all the major barriers to user adoption.
To provide your workforce with in-context one-click help, follow these steps.

Here is how VisualSP works.



To remove the need for employees to go through all those 12.1 LEARN HOW TO USE VISUALSP, IT’S QUICK AND EASY
frustratingly disruptive steps of navigating, searching, and clicking,
VisualSP embeds help items directly To see VisualSP in action, watch quick demo videos here.
into SharePoint features. It makes the With the pop-up
needed help items viewable instantly, walkthroughs, If you need help or need a functionality explained, contact support
in-context, right within the open here.
workspace window. With the pop-up guidance is

walkthroughs, guidance is always visible always visible on
on any workspace window. And, with the
VisualSP tab always visible within the any workspace 12.2 INSTALL AND CONFIGURE VISUALSP
interface, the right help is always just a window. And,
click away. To find the right help, it only As a plug-and-play add-on application, VisualSP is easy and quick to
takes one click. with the VisualSP install. Simple configurations like setting permission levels are simple


When working with the platforms, tab always and intuitive. Download the 30-day free trial here.
whenever a user needs help, all they visible within
have to do is click on the VisualSP tab, 12.3 USE VISUALSP TO SOLVE THE MOST COMMON DIGITAL ADOPTION
view the help item, and continue with the the interface, PROBLEMS.

task at hand, without having to leave the the right help
workspace window.
is always just a 1. Enforcing governance policies, regulatory compliance, best

Help items come in different mediums: practices, and maintaining control over how documents are
click away.



74 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 75
12. Provide in-context one-click help

created, edited, shared, and used in an organization. investment. The value that companies gain from SharePoint is
directly proportional to the number of users and the depth of
2. Leading everyone to follow business workflows and computing usage.
processes for maximum productive output.

3. Giving users the ability to learn exactly at the moment of Once VisualSP is installed and configured, let everyone know that it is

completing a task. Learning-by-doing, which is the most available and run a live class to demonstrate how to use it.
effective way of learning, helps users to master SharePoint
quickly, considerably shortening the typical learning curve. The next step is to launch the digital adoption process.


4. Easing, simplifying, and speeding up new hire onboarding
processes and improving new employee retention rate. RESOURCES

5. Reducing the workload from the number of help request tickets Microsoft Partners with VisualSP to Provide Real-time Help for Office 365, Through Their Digital

that IT support teams receive. This allows them to free up time Scale Training Program
to focus on other important tasks of fixing things and building Provide Context-Sensitive Help to Ensure Sustainable SharePoint User Adoption
better solutions. Step by step in-context guidance for users filling out complex forms
How Contextual Help Systems Are Becoming Essential to Digital Transformation
6. Shortening the typical temporary drop in productivity that Use Case - Onboard users to new interfaces
always happens during the SharePoint adoption process. This Using VisualSP Walk-thrus to Help Employees Adopt Workflows in SharePoint and Office 365
prevents frustration and the possibility that employees will fall How VisualSP Drives SharePoint and Office 365 Adoption
back to their more familiar third-party tools.


7. Tracking user learning activities and measuring progress. You
can’t improve what you don’t measure.

8. Delivering micro-training. This improves learner engagement

and information retention by allowing users to learn SharePoint
in bite-sized digestible chunks over a period of time. The
approach reduces the overall training cost.


9. Turning SharePoint and Office 365 into super intuitive and
user-friendly applications. This keeps employees always ready
for the next upgrade or migration and makes companies agile
enough to ensure successful ongoing digital transformation.


10. Driving deep-and-wide usage and attaining return on





76 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 77
12. Provide in-context one-click help

created, edited, shared, and used in an organization. investment. The value that companies gain from SharePoint is
directly proportional to the number of users and the depth of
2. Leading everyone to follow business workflows and computing usage.
processes for maximum productive output.

3. Giving users the ability to learn exactly at the moment of Once VisualSP is installed and configured, let everyone know that it is

completing a task. Learning-by-doing, which is the most available and run a live class to demonstrate how to use it.
effective way of learning, helps users to master SharePoint
quickly, considerably shortening the typical learning curve. The next step is to launch the digital adoption process.


4. Easing, simplifying, and speeding up new hire onboarding
processes and improving new employee retention rate. RESOURCES

5. Reducing the workload from the number of help request tickets Microsoft Partners with VisualSP to Provide Real-time Help for Office 365, Through Their Digital

that IT support teams receive. This allows them to free up time Scale Training Program
to focus on other important tasks of fixing things and building Provide Context-Sensitive Help to Ensure Sustainable SharePoint User Adoption
better solutions. Step by step in-context guidance for users filling out complex forms
How Contextual Help Systems Are Becoming Essential to Digital Transformation
6. Shortening the typical temporary drop in productivity that Use Case - Onboard users to new interfaces
always happens during the SharePoint adoption process. This Using VisualSP Walk-thrus to Help Employees Adopt Workflows in SharePoint and Office 365
prevents frustration and the possibility that employees will fall How VisualSP Drives SharePoint and Office 365 Adoption
back to their more familiar third-party tools.


7. Tracking user learning activities and measuring progress. You
can’t improve what you don’t measure.

8. Delivering micro-training. This improves learner engagement

and information retention by allowing users to learn SharePoint
in bite-sized digestible chunks over a period of time. The
approach reduces the overall training cost.


9. Turning SharePoint and Office 365 into super intuitive and
user-friendly applications. This keeps employees always ready
for the next upgrade or migration and makes companies agile
enough to ensure successful ongoing digital transformation.


10. Driving deep-and-wide usage and attaining return on





76 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 77
12. Provide in-context one-click help

If you’ve been implementing the technological
deployment project and the digital adoption campaigns
concurrently, in parallel, by now, you should have
SharePoint and Office 365 ready to be used.




Consider the following best practices.


Preferably, have everyone complete the first
recommended tasks the same day the event is
held. Otherwise, host the event on a weekday so
that more people can remember to take action

the next day at work. Focus on key tasks such as
moving documents from desktop to SharePoint,
completing a profile on Yammer, adding a project
to Teams, joining an Office 365 group, etc.


Focus the event on showcasing live demos, case
studies, and success stories that highlight simple
ways that the platforms solve common personal
and business problems in the company.

LAUNCH THE DIGITAL
For the event space, choose a location within


13 13.1 FIRST, DOUBLE-CHECK THAT EVERYTHING IS IN
or near the workplace. This makes it easier for
everyone to show up on time.
ADOPTION PROCESS




ORDER



Ensure that the IT team and the change managers
team have all applications and all resources
functional and ready.



Confirm that all the invited people are coming


13. LAUNCH THE DIGITAL ADOPTION PROCESS

79

If you’ve been implementing the technological
deployment project and the digital adoption campaigns
concurrently, in parallel, by now, you should have
SharePoint and Office 365 ready to be used.




Consider the following best practices.


Preferably, have everyone complete the first
recommended tasks the same day the event is
held. Otherwise, host the event on a weekday so
that more people can remember to take action

the next day at work. Focus on key tasks such as
moving documents from desktop to SharePoint,
completing a profile on Yammer, adding a project
to Teams, joining an Office 365 group, etc.


Focus the event on showcasing live demos, case
studies, and success stories that highlight simple
ways that the platforms solve common personal
and business problems in the company.

LAUNCH THE DIGITAL
For the event space, choose a location within


13 13.1 FIRST, DOUBLE-CHECK THAT EVERYTHING IS IN
or near the workplace. This makes it easier for
everyone to show up on time.
ADOPTION PROCESS




ORDER



Ensure that the IT team and the change managers
team have all applications and all resources
functional and ready.



Confirm that all the invited people are coming


13. LAUNCH THE DIGITAL ADOPTION PROCESS

79

and the organizers have done their job. Also, verify that everyone has Remind them to review the
received the agenda for the event. training, help, and support
resources. Share links to
the following:

13.2 HOLD AN EXTRAVAGANT LAUNCH EVENT
A video showing

Provide all the facilities, services, Have top how to get instant
help using VisualSP
activities, and entertainments that are and how to view
typical of a festive business function. executives an in-context one-click help and a pop-up guidance
Memorable events include food, drinks, deliver keynote

contests, stories, speeches, music, walkthrough at the moment of need;
dance, comedy, etc. speeches selling A quick guide on how to find training content on the
the benefits customized Microsoft 365 Learning Pathways site as well

Line-up IT department leaders, of using the as on your own help and training site;
change managers, super-users, and
top executives to deliver keynote platforms and A quick set of tips on how to use the helpdesk and how
speeches selling the benefits of using asking everyone to request help from the change managers, the super-

the platforms and asking everyone to users or the IT support
complete recommended tasks first. to complete the team. After the launch
first batch of day, you should

The entire workforce should be able recommended Remind them to review the
to understand that, from this day benefits of adopting the be able to
forward, everyone is expected to use tasks. platforms. This step serves to build up the
SharePoint and Office 365 for all the boost motivation the day right

applicable tasks. before the launch. Highlight the momentum
necessity of breaking existing toward
working habits and adopting

13.3 FOLLOW UP WITH KEY REMINDERS new better ways of getting expanding and
things done for a modern digital deepening

Remind them to complete the recommended first batch of workplace. Using success stories
tasks using the platforms. If there is no real work to be done, and case studies, highlight, once SharePoint
use some dummy and test projects. again, both the personal and and Office 365
business benefits of exploiting
the platforms capabilities. adoption.



80 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 81
13. Launch the digital adoption process

and the organizers have done their job. Also, verify that everyone has Remind them to review the
received the agenda for the event. training, help, and support
resources. Share links to
the following:

13.2 HOLD AN EXTRAVAGANT LAUNCH EVENT
A video showing

Provide all the facilities, services, Have top how to get instant
help using VisualSP
activities, and entertainments that are and how to view
typical of a festive business function. executives an in-context one-click help and a pop-up guidance
Memorable events include food, drinks, deliver keynote

contests, stories, speeches, music, walkthrough at the moment of need;
dance, comedy, etc. speeches selling A quick guide on how to find training content on the
the benefits customized Microsoft 365 Learning Pathways site as well

Line-up IT department leaders, of using the as on your own help and training site;
change managers, super-users, and
top executives to deliver keynote platforms and A quick set of tips on how to use the helpdesk and how
speeches selling the benefits of using asking everyone to request help from the change managers, the super-

the platforms and asking everyone to users or the IT support
complete recommended tasks first. to complete the team. After the launch
first batch of day, you should

The entire workforce should be able recommended Remind them to review the
to understand that, from this day benefits of adopting the be able to
forward, everyone is expected to use tasks. platforms. This step serves to build up the
SharePoint and Office 365 for all the boost motivation the day right

applicable tasks. before the launch. Highlight the momentum
necessity of breaking existing toward
working habits and adopting

13.3 FOLLOW UP WITH KEY REMINDERS new better ways of getting expanding and
things done for a modern digital deepening

Remind them to complete the recommended first batch of workplace. Using success stories
tasks using the platforms. If there is no real work to be done, and case studies, highlight, once SharePoint
use some dummy and test projects. again, both the personal and and Office 365
business benefits of exploiting
the platforms capabilities. adoption.



80 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 81
13. Launch the digital adoption process

After a successful launch event, users should be able to complete the
recommended tasks in the days that follow, building up momentum
toward expanding and deepening SharePoint and Office 365
adoption.




With ongoing training programs and other continual user engagement
initiatives that you have started earlier, usage of the platforms should
continue to grow and to improve.



With diligent work on all the planned digital adoption activities, your
workforce will able to use SharePoint and Office 365 as intended and
to the extent that continual digital agility and return on investment

are attained.



After the launch, your next step is to use the platforms usage metrics
and VisualSP analytics to see areas that need improvements. Repeat
the measure-and-improve process; it should be part of your daily
work in the company.



RESOURCES


Make Learning a Daily Habit for SharePoint and Office 365

Information to get you started with VisualSP
How Contextual Help Systems Are Becoming Essential to Digital Transformation
























82 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 83
13. Launch the digital adoption process

After a successful launch event, users should be able to complete the
recommended tasks in the days that follow, building up momentum
toward expanding and deepening SharePoint and Office 365
adoption.




With ongoing training programs and other continual user engagement
initiatives that you have started earlier, usage of the platforms should
continue to grow and to improve.



With diligent work on all the planned digital adoption activities, your
workforce will able to use SharePoint and Office 365 as intended and
to the extent that continual digital agility and return on investment

are attained.



After the launch, your next step is to use the platforms usage metrics
and VisualSP analytics to see areas that need improvements. Repeat
the measure-and-improve process; it should be part of your daily
work in the company.



RESOURCES


Make Learning a Daily Habit for SharePoint and Office 365

Information to get you started with VisualSP
How Contextual Help Systems Are Becoming Essential to Digital Transformation
























82 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 83
13. Launch the digital adoption process

Throughout the campaigns on increasing usage,
decisions for improvement depend on you knowing how
much the platforms are being used and whether the
usage rate is growing or not.




Digital adoption campaigns produce a lot of data. Trying
to measure everything may distract you from tracking
the metrics that actually matter.



The whole point of gathering data and measuring usage
progress is to know how much the platforms are being
used compared to a previous period of time.



The metrics that you need the most, especially initially,

are actually basic. Advanced third-party analytics tools
are seldom necessary.



These metrics are thorough enough to give you, at the
macro level, an overview of the trajectory that your
GATHER THE MOST
SharePoint and Office 365 adoption campaigns are
taking. They are mostly based on authorship activities.
14 Focus on the activities that entail authorship, not



IMPORTANT METRICS
consumption. For example, sites created in SharePoint,
groups created in Office 365, documents shared in
Teams, connections established in Yammer, etc.





14.1 TRACK LEARNING ACTIVITIES USING VISUALSP
BUILT-IN ANALYTICS



Employees who take the time to learn how to


14. GATHER THE MOST IMPORTANT METRICS

85

Throughout the campaigns on increasing usage,
decisions for improvement depend on you knowing how
much the platforms are being used and whether the
usage rate is growing or not.




Digital adoption campaigns produce a lot of data. Trying
to measure everything may distract you from tracking
the metrics that actually matter.



The whole point of gathering data and measuring usage
progress is to know how much the platforms are being
used compared to a previous period of time.



The metrics that you need the most, especially initially,

are actually basic. Advanced third-party analytics tools
are seldom necessary.



These metrics are thorough enough to give you, at the
macro level, an overview of the trajectory that your
GATHER THE MOST
SharePoint and Office 365 adoption campaigns are
taking. They are mostly based on authorship activities.
14 Focus on the activities that entail authorship, not



IMPORTANT METRICS
consumption. For example, sites created in SharePoint,
groups created in Office 365, documents shared in
Teams, connections established in Yammer, etc.





14.1 TRACK LEARNING ACTIVITIES USING VISUALSP
BUILT-IN ANALYTICS



Employees who take the time to learn how to


14. GATHER THE MOST IMPORTANT METRICS

85

use SharePoint and Office 14.3 TRACK THE USAGE CHARTS INSIDE THE OFFICE 365 ADMIN CENTER
365 are more likely to
use the platforms. It is The availability of different types of data will depend on the
essential that you link configurations of your environment, but, typically, you should be able
learning activities to usage to collect the data that matter.

activities.

Enable Power BI to retrieve usage data from the major Office 365
As a plug-and-play add- applications, including SharePoint, Yammer, Skype, Exchange, and
on application, VisualSP OneDrive.
delivers in-context one-
click help and pop-up guidance walkthroughs to end users and
provides detailed analytics for all learning activities. Once the data is gathered, it’s then easier to generate charts for
convenient visualization. To learn how to use Power BI effectively,
watch this course.
VisualSP collects all data on help items and walkthroughs
consumption. You are able to quantify and measure which tutorial has
been viewed and by how many users. All data are presented visually Sure, these basic metrics do not tell the all story about SharePoint
in advanced charts for easy comparison. and Office 365 adoption but they do give an accurate picture showing
whether the overall usage is growing or not.



14.2 TRACK THE COUNT OF UNIQUE SITE OWNERS IN SHAREPOINT Next, use the numbers to find areas that need improvement for every digital
adoption campaign.

A user who goes beyond using a site to creating one is someone who
has found the utility of the platform. If they take the initiative to start RESOURCES
a new site for a team or a project, more likely, they have already used

existing sites and found them not ideal for the task. This is the user Integrating Low Code Solutions with Power BI for Real Time Reporting
who understands the capabilities and intends to use the platform Caveman Adoption Tenet #2: Simple adoption metrics
even more.



The more of these users you count, the more promising the digital
adoption success.



Using the SharePoint list feature, diligently collect the data on sites

being created and their owners.



86 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 87
14. Gather the most important metrics

use SharePoint and Office 14.3 TRACK THE USAGE CHARTS INSIDE THE OFFICE 365 ADMIN CENTER
365 are more likely to
use the platforms. It is The availability of different types of data will depend on the
essential that you link configurations of your environment, but, typically, you should be able
learning activities to usage to collect the data that matter.

activities.

Enable Power BI to retrieve usage data from the major Office 365
As a plug-and-play add- applications, including SharePoint, Yammer, Skype, Exchange, and
on application, VisualSP OneDrive.
delivers in-context one-
click help and pop-up guidance walkthroughs to end users and
provides detailed analytics for all learning activities. Once the data is gathered, it’s then easier to generate charts for
convenient visualization. To learn how to use Power BI effectively,
watch this course.
VisualSP collects all data on help items and walkthroughs
consumption. You are able to quantify and measure which tutorial has
been viewed and by how many users. All data are presented visually Sure, these basic metrics do not tell the all story about SharePoint
in advanced charts for easy comparison. and Office 365 adoption but they do give an accurate picture showing
whether the overall usage is growing or not.



14.2 TRACK THE COUNT OF UNIQUE SITE OWNERS IN SHAREPOINT Next, use the numbers to find areas that need improvement for every digital
adoption campaign.

A user who goes beyond using a site to creating one is someone who
has found the utility of the platform. If they take the initiative to start RESOURCES
a new site for a team or a project, more likely, they have already used

existing sites and found them not ideal for the task. This is the user Integrating Low Code Solutions with Power BI for Real Time Reporting
who understands the capabilities and intends to use the platform Caveman Adoption Tenet #2: Simple adoption metrics
even more.



The more of these users you count, the more promising the digital
adoption success.



Using the SharePoint list feature, diligently collect the data on sites

being created and their owners.



86 Helping Employees to Use SharePoint and Office 365 to the fullest © Copyright 2019 VisualSP®. All Rights Reserved 87
14. Gather the most important metrics